The new Due Diligence Center is online at www.MorningstarAdvisor.com, currently offering a database of nearly 100 investment Due Diligence Questionnaires. The standardized questionnaire allows for direct comparisons among the firms and their investment products.
Advisors can search by
- Fund name
- Morningstar Category
- Morningstar Style Box classification
Users can also link directly from their Morningstar Principia Pro software.
Fund companies currently participating include:
RS Investment Management
Alliance Capital Management
Lend Lease Funds
William Blair Funds
Zurich Scudder Investments
DDQ’s from other institutions, including Mercury Funds, PIMCO Funds, Pioneer, and Tweedy Browne, will be available in the next few months.